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Overview

The Client role provides limited access tailored for external clients. Clients can view and manage Goods In, Sales Orders, Reports, Stock, and their own Transactions — but only within their assigned warehouse and account.

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Setting up a client user

1

Limit warehouse access

When setting up a client, untick View all warehouses. This prevents the client from seeing every warehouse in the system.
2

Assign the correct warehouse

After unticking the option, a selection screen appears. Choose the warehouse that is appropriate for this client.
Clients can only access the warehouses you assign to them during setup. They cannot browse other warehouses.

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Client permissions summary

AreaAccess
Goods InView and manage
Sales OrdersView and manage
ReportsView and manage
StockView, hold, and release from hold
TransactionsView only
Yes, clients can view and manage reports within the permissions granted to them.
Only if you assign multiple warehouses to them during setup.